Norris Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Norris Financial Group’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-179,196	Closed	-$19.8M	–	103
2026 Q1	$19.8M	Buy	179,196 +145,722	+435%	+$16.1M	6.46%	3
2025 Q4	$3.69M	Sell	33,474 -21,616	-39%	-$2.38M	1.25%	25
2025 Q3	$6.09M	Sell	55,090 -15,468	-22%	-$1.71M	2.22%	10
2025 Q2	$7.79M	Sell	70,558 -34,017	-33%	-$3.75M	3.19%	7
2025 Q1	$11.6M	Buy	+104,575	New	+$11.5M	5.39%	4
2020 Q2	–	Sell	-92,490	Closed	-$10.3M	–	81
2020 Q1	$10.3M	Buy	+92,490	New	+$10.2M	11.41%	2

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norris Financial Group's SHV Position: Q2 2026 in Review

Norris Financial Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 179,196 shares — an estimated $19.8M sold.

Norris Financial Group first reported a position in SHV in Q1 2020 and held it in 6 quarters. The position peaked at $19.8M in Q1 2026. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Norris Financial Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Norris Financial Group sold 179,196 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $19.8M.
Norris Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 6 quarters.
Norris Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $19.8M in Q1 2026.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.